We are seeking a Dynamics 365 Customer Engagement (CE) Functional Consultant with strong experience across Customer Journeys, Sales, and Customer Service. The consultant will work with business stakeholders to understand processes, define requirements, support solution design, and ensure smooth transition and operations of the CRM platform.
What you can expect to do:
Lead requirement gathering workshops for Customer Journeys, Customer Service (Case Management, SLAs, Queues, Knowledge Base) and Sales (Lead–Opportunity lifecycle).
Analyse existing CRM processes and document functional gaps, enhancements, and solution approaches.
Support knowledge transition, environment walkthroughs, and stakeholder onboarding.
Review and validate high-level customizations, integrations, reporting needs, and security roles.
Coordinate with technical teams for solution design, deployment, and issue resolution.
Support UAT, regression testing, and release readiness activities.
Ensure alignment with incident, change, and release management processes.
Work closely with business users to provide functional support and process improvements.
What will make you successful:
Strong functional knowledge of D365 CE – Customer Service, Sales & Customer Journeys modules.
Understanding of Plugin, Cloud flow, API.
Understanding of:
Case lifecycle, SLAs, entitlements, queues, routing
Lead, Opportunity, and basic Sales processes
Customer Journeys
Knowledge Base articles
Ability to document business processes, requirements, and functional specifications.
Ability to validate customizations, workflows, integrations, and reports at a functional level.
Experience with test scenarios, UAT support, and go‑live readiness.
Good understanding of CRM security roles, audit controls, and compliance.
Nice to Have Skills
Exposure to Azure Function, integrations, and middleware.
Experience with Splunk and TIBCO ActiveMatrix BusinessWorks™ Plug-in.
About Cognizant:
Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value by building full-stack AI solutions for our clients. Our deep industry, process and engineering expertise enables us to build an organization’s unique context into technology systems that amplify human potential, drive tangible outcomes and keep global enterprises ahead in a fast-changing world. See how at cognizant.ai or @cognizant.
Additional employment information
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.
